Client Operations Executive -6 Months FTC

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.2 billion for a broad range of investors across five key investment strategies: Social Housing, Clean Heat, Energy, Private Credit and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

There are 220+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025'.

If this sounds like an environment where you would flourish, then read on…

Role Summary

As a Client Operations Executive, you will play a pivotal role in supporting the Client Operations Team, who support the investors investing in Triple Points products, with a wide range of responsibilities, including client onboarding. This position requires exceptional attention to detail, application processing skills and a proactive approach to problem-solving.

If you are a proactive, results-oriented individual with a passion for client onboarding and delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.

Key Responsibilities

Client Onboarding Support: Assist in the onboarding process for new clients, providing guidance and support as needed to ensure a seamless experience.

Cross-Functional Collaboration: Collaborate closely with internal teams, including Compliance, Client Services and Sales, to facilitate smooth operations and address client needs effectively.

Any Other Business: Ad hoc and supporting role where required to ensure the smooth running of the whole Client Operations department.

Knowledge and Experience

• Minimum of 2 years of experience in the financial services industry.
• In-depth knowledge of application processing, handing large volumes of retails applications.
• Experience with CRM systems, preferably Salesforce, would be beneficial.
• Solid understanding of UK Regulations for Know Your Client and Anti Money Laundering rules.
• Excellent communication skills, with the ability to liaise with financial advisers and clients professionally, clearly and concisely.
• Ability to work autonomously and collaboratively within a fast-paced, dynamic environment.
• Professional demeanor, with a commitment to upholding the highest standards of ethics and integrity.

Qualities and Competencies

• Proactive and self-motivated.
• Ability to work under pressure and meet deadlines.
• Ability to adapt to change and work in a fast-paced environment.
• Excellent interpersonal skills with the ability to build relationships and influence others.
• High level of professionalism and ethical conduct.
• Strong commitment to quality and continuous improvement.
• Flexibility and willingness to take on additional responsibilities as needed.

Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE. 

Apply today for further information!

Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.

Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team. 

STRICTLY NO AGENCIES